| Cassaday & Co Wealth Management LLC | 3 | $95 | 0.00% | −815−99.6% | Reduced |
| IFG Advisory, LLC | 6 | $188 | 0.00% | +6 | New |
| Mosley Wealth Management | 6 | $188 | 0.00% | +6 | New |
| Monetary Solutions, Ltd | 6 | $188 | 0.00% | +6 | New |
| Triumph Capital Management | 7 | $220 | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 8 | $252 | 0.00% | +8 | New |
| MidFirst Bank | 9 | $283 | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 9 | $292 | 0.00% | +9 | New |
| Horizon Investments, LLC | 11 | $345 | 0.00% | −9−45.0% | Reduced |
| Godfrey Financial Associates, Inc. | 11 | $345 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 12 | $377 | 0.00% | +12 | New |
| Abound Wealth Management | 16 | $503 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 17 | $534 | 0.00% | +17 | New |
| Huntington National Bank | 20 | $628 | 0.00% | −46−69.7% | Reduced |
| Ares Financial Consulting, LLC | 20 | $628 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 22 | $691 | 0.00% | −17−43.6% | Reduced |
| Rossby Financial, LCC | 23 | $722 | 0.00% | +10+76.9% | Added |
| Brown, Lisle/Cummings, Inc. | 25 | $780 | 0.00% | 00.0% | Unchanged |
| Trust Co | 25 | $785 | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 27 | $848 | 0.00% | +27 | New |
| Highland Investment Advisors LLC | 28 | $879 | 0.00% | +28 | New |
| Synergy Investment Management, LLC | 22 | $901 | 0.00% | +22 | New |
| Essential Investment Partners LLC | 30 | $942 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 32 | $1.00K | 0.00% | +13+68.4% | Added |
| Zions Bancorporation, National Association | 33 | $1.04K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 33 | $1.04K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 34 | $1.07K | 0.00% | −296−89.7% | Reduced |
| Deutsche Bank AG | 38 | $1.19K | 0.00% | +38 | New |
| Stone House Investment Management, LLC | 42 | $1.32K | 0.00% | +42 | New |
| Nemes Rush Group LLC | 46 | $1.44K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 49 | $1.54K | 0.00% | +49 | New |
| Essential Partners LLC | 50 | $1.57K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 54 | $1.70K | 0.00% | +17+45.9% | Added |
| MV Capital Management, Inc. | 62 | $1.95K | 0.00% | +7+12.7% | Added |
| Buck Wealth Strategies, LLC | 62 | $1.95K | 0.00% | +62 | New |
| William B. Walkup & Associates, Inc. | 63 | $1.98K | 0.00% | +63 | New |
| Plante Moran Financial Advisors, LLC | 67 | $2.10K | 0.00% | +67 | New |
| Cornerstone Planning Group LLC | 53 | $2.12K | 0.00% | +7+15.2% | Added |
| NFJ Investment Group, LLC | 69 | $2.17K | 0.00% | +27+64.3% | Added |
| Raffa Wealth Management, LLC | 73 | $2.29K | 0.00% | +73 | New |
| Central Trust Co | 78 | $2.45K | 0.00% | +25+47.2% | Added |
| First Command Advisory Services, Inc. | 80 | $2.51K | 0.00% | +74+1,233.3% | Added |
| UMA Financial Services, Inc. | 81 | $2.54K | 0.00% | +25+44.6% | Added |
| JFS Wealth Advisors, LLC | 85 | $2.67K | 0.00% | −26−23.4% | Reduced |
| Signature Equity Partners, LLC | 91 | $2.86K | 0.00% | −46−33.6% | Reduced |
| Elevated Capital Advisors, LLC | 91 | $2.86K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 92 | $2.89K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 96 | $3.02K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 99 | $3.11K | 0.00% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 100 | $3.12K | 0.00% | −43−30.1% | Reduced |
| Cullen/Frost Bankers, Inc. | 100 | $3.14K | 0.00% | 00.0% | Unchanged |
| Roxbury Financial LLC | 103 | $3.23K | 0.00% | +1+1.0% | Added |
| Retirement Wealth Solutions LLC | 104 | $3.27K | 0.00% | −68−39.5% | Reduced |
| GHP Investment Advisors, Inc. | 115 | $3.61K | 0.00% | +115 | New |
| GW&K Investment Management, LLC | 130 | $4.00K | 0.00% | −18−12.2% | Reduced |
| Owl Creek Wealth Partners LLC | 129 | $4.05K | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 141 | $4.43K | 0.00% | +141 | New |
| Continuum Advisory, LLC | 143 | $4.49K | 0.00% | +143 | New |
| Geneos Wealth Management Inc. | 147 | $4.62K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 170 | $5.34K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 177 | $5.56K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 196 | $6.16K | 0.00% | +89+83.2% | Added |
| Silver Grove Financial Group, Inc. | 197 | $6.19K | 0.00% | +197 | New |
| Davis Capital Management | 200 | $6.28K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 200 | $6.28K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 226 | $7.10K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 236 | $7.41K | 0.00% | +236 | New |
| Aventura Private Wealth, LLC | 272 | $8.54K | 0.00% | −270−49.8% | Reduced |
| Larson Financial Group LLC | 280 | $8.79K | 0.00% | +122+77.2% | Added |
| Rakuten Securities, Inc. | 298 | $9.36K | 0.00% | −2,973−90.9% | Reduced |
| Cornerstone Financial Management LLC | 298 | $9.36K | 0.01% | +145+94.8% | Added |
| Golden State Wealth Management, LLC | 315 | $9.89K | 0.00% | +3+1.0% | Added |
| Transamerica Financial Advisors, Inc. | 319 | $10.0K | 0.00% | +8+2.6% | Added |
| Kilter Group LLC | 321 | $10.1K | 0.00% | +173+116.9% | Added |
| Bell Investment Advisors, Inc | 350 | $11.0K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 365 | $11.5K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 389 | $12.2K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 434 | $13.6K | 0.00% | −302−41.0% | Reduced |
| Financial Network Wealth Advisors LLC | 435 | $13.7K | 0.01% | +229+111.2% | Added |
| GWM Advisors LLC | 453 | $14.2K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 489 | $15.4K | 0.00% | +103+26.7% | Added |
| Private Trust Co NA | 492 | $15.5K | 0.00% | −166−25.2% | Reduced |
| Trust Co of Vermont | 500 | $15.7K | 0.00% | +500 | New |
| SJS Investment Consulting Inc. | 516 | $16.2K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 532 | $16.7K | 0.00% | +71+15.4% | Added |
| Dunhill Financial, LLC | 533 | $16.7K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 515 | $16.8K | 0.00% | +515 | New |
| SHP Wealth Management | 560 | $17.6K | 0.00% | −251−30.9% | Reduced |
| Parvin Asset Management, LLC | 625 | $19.6K | 0.02% | −225−26.5% | Reduced |
| Parkside Financial Bank & Trust | 634 | $19.9K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 640 | $20.1K | 0.00% | +24+3.9% | Added |
| Bryn Mawr Trust Co | 669 | $21.0K | 0.00% | −67−9.1% | Reduced |
| Clearstead Advisors, LLC | 676 | $21.2K | 0.00% | +676 | New |
| Fifth Third Bancorp | 739 | $23.2K | 0.00% | +12+1.7% | Added |
| Salomon & Ludwin, LLC | 746 | $23.3K | 0.00% | +377+102.2% | Added |
| Asset Dedication, LLC | 759 | $23.8K | 0.00% | +9+1.2% | Added |
| Harbour Investments, Inc. | 766 | $24.1K | 0.00% | +107+16.2% | Added |
| Fedenia Advisers LLC | 883 | $27.7K | 0.01% | +883 | New |
| Group One Trading, L.P. | 912 | $28.6K | 0.00% | −58,853−98.5% | Reduced |